FGAM
Financial Gravity Asset Management’s iShares US Transportation ETF IYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-250
| Closed | -$8.42K | – | 1514 |
|
|
2023
Q2 | $8.42K | Buy |
+250
| New | +$8.42K | 0.02% | 384 |
|
|
2021
Q1 | – | Sell |
-185
| Closed | -$41K | – | 853 |
|
|
2020
Q4 | $41K | Buy |
+185
| New | +$41K | 0.04% | 94 |
|
|
2020
Q2 | – | Sell |
-569
| Closed | -$78.7K | – | 459 |
|
|
2020
Q1 | $78.7K | Buy |
+569
| New | +$78.7K | 0.24% | 46 |
|
|
2018
Q3 | $20K | Hold |
110
| – | – | 0.02% | 471 |
|
|
2018
Q2 | $22K | Hold |
110
| – | – | 0.02% | 462 |
|
|
2018
Q1 | $20K | Buy |
+110
| New | +$20K | 0.02% | 504 |
|